See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,221 | $99,020+20.4% | $86,590+37.7% | $147,584-19.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.97% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $6,678 | $3,132+113.2% | $2,839+135.2% | $4,876+36.9% |
| Participant deferral / active EE | $396 | $3,972-90.0% | $3,609-89.0% | $5,439-92.7% |
| Admin fee / account holder | $1,372 | $5,710-76.0% | $4,906-72.0% | $10,885-87.4% |